How to Ask Paxy

Use this workflow to ask Paxy a focused reporting question about PAX ERP and CRM data.

When to use this workflow

Use Paxy when you want a quick read-only answer or supporting data export and the question is about data already in PAX.

Paxy works best when you ask one focused question at a time and include exact business identifiers.

Before you start

You need:

• admin or executive access.
• A focused business question.
• Exact identifiers when available, such as customer code, vendor code, part number, order number, invoice number, PO number, work order number, or date range.

Each question can be up to 1,500 characters.

Screen path

Dashboard > Paxy launcher

Steps

1. Open the main PAX dashboard.
2. Select the Paxy launcher on the left side of the screen.
3. Type a question in the Paxy text box.
4. Press Enter or select Send.
5. Wait for Paxy to respond.
6. Read the answer, findings, notes, and row count.
7. Use CSV if you need supporting rows.
8. Use PDF if you need a concise findings report.

Use Shift+Enter if you need a line break in the text box instead of sending the question.

You can close Paxy while it is working. If the answer finishes while the panel is closed, the launcher shows a red notification badge. Reopen Paxy to see the answer.

Good question patterns

Use exact values and clear date ranges.

Good examples:

What were total invoice sales to CUST-001 in 2025?
When did we last receive PART-100(REV-A)?
Show purchases from VEND-001 so far in 2026.
Which customers bought MFG-PART-001 last year?
What is currently on hand for part 7506(25PR)?
What open vendor invoices are due this month?

Less useful examples:

How are we doing?
Show me that vendor thing.
What happened with the part?

If you do not know the exact identifier, include the most precise name, date range, and business context you have.

What happens behind the scenes

PAX sends Paxy the current question, limited recent chat context, and the user's browser timezone.

For data-report questions, PAX routes the question to relevant data groups, builds a filtered schema summary, asks the AI model to prepare a read-only report query, validates the query, runs it in a read-only transaction, limits the result, and summarizes the returned rows.

For casual messages, Paxy can respond briefly without running a report.

For workflow-help questions, Paxy currently explains that help docs are not connected yet and asks the user to ask a data question instead.

Related docs

• Paxy AI Overview
• Paxy Permissions and Data Access
• How to Export Paxy CSV
• How to Export Paxy PDF
• How to Verify Paxy Answers
• Dashboard Overview